Invesco

Invesco Portfolio holdings

AUM $635B
1-Year Est. Return 27.43%
 

Invesco Ltd., founded in 1978 and headquartered in Atlanta, Georgia, is a global investment management firm managing hundreds of billions in assets across a diverse range of products, including mutual funds, exchange-traded funds (ETFs), and institutional portfolios. Known for its blend of active and passive investment strategies, Invesco serves individual investors, financial advisors, and institutions, with a strong presence in North America, Europe, and Asia, bolstered by acquisitions like OppenheimerFunds in 2019. The firm offers specialized solutions in equities, fixed income, real estate, and alternatives, leveraging its global research capabilities to cater to varying market needs. Invesco’s commitment to innovation and client-focused investing has solidified its reputation as a versatile player in the asset management industry.

This Quarter Est. Return
1 Year Est. Return
+27.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$392B
AUM Growth
-$22.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,161
New
Increased
Reduced
Closed

Top Buys

1 +$914M
2 +$677M
3 +$652M
4
AAPL icon
Apple
AAPL
+$642M
5
V icon
Visa
V
+$628M

Top Sells

1 +$940M
2 +$546M
3 +$418M
4
MAA icon
Mid-America Apartment Communities
MAA
+$369M
5
NTES icon
NetEase
NTES
+$330M

Sector Composition

1 Technology 19.91%
2 Financials 13.07%
3 Healthcare 12.68%
4 Consumer Discretionary 10.55%
5 Industrials 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1451
$21.1M 0.01%
1,765,272
+799,202
1452
$21M 0.01%
649,137
+560,438
1453
$21M 0.01%
1,407,638
+697,615
1454
$20.9M 0.01%
2,034,888
+653,223
1455
$20.9M 0.01%
569,158
+23,608
1456
$20.9M 0.01%
530,760
+102,281
1457
$20.9M 0.01%
510,250
-71,223
1458
$20.9M 0.01%
808,000
-96,500
1459
$20.9M 0.01%
130,267
+20,662
1460
$20.8M 0.01%
296,852
+274,439
1461
$20.8M 0.01%
5,231,916
+4,800,934
1462
$20.8M 0.01%
16,653
+124
1463
$20.8M 0.01%
733,423
+249,932
1464
$20.8M 0.01%
915,445
-118,556
1465
$20.7M 0.01%
64,890
-951
1466
$20.7M 0.01%
417,060
-171,450
1467
$20.7M 0.01%
+2,403,666
1468
$20.6M 0.01%
1,569,444
+113,815
1469
$20.6M 0.01%
1,010,612
+11,090
1470
$20.5M 0.01%
815,312
+299,953
1471
$20.4M 0.01%
140,391
-1,167,215
1472
$20.4M 0.01%
507,725
-2,081
1473
$20.4M 0.01%
208,796
+27,168
1474
$20.3M 0.01%
891,365
-183,678
1475
$20.3M 0.01%
495,086
-30,335